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Okta (OKTA) Institutional Ownership

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$170.60 +0.18 (+0.11%)
As of 09/4/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Okta (NASDAQ:OKTA)

Current
Institutional Ownership
Percentage
86.64%
Number of
Institutional Buyers
(last 12 months)
442
Total
Institutional Inflows
(last 12 months)
$7.07B
Number of
Institutional Sellers
(last 12 months)
276
Total
Institutional Outflows
(last 12 months)
$11.41B
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OKTA Institutional Buying and Selling by Quarter

Okta Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP35,824$4.89M0.0%-76.6%0.021%
8/26/2026 Schulz Wealth LTD.2,284$312K0.2%N/A0.001%
8/26/2026 Brown Financial Advisors2,049$280K0.1%N/A0.001%
8/25/2026 Groupe la Francaise3,382$461K0.0%N/A0.002%
8/24/2026 California State Teachers Retirement System36,276,597$4.95B0.0%+13,755.2%20.872%
8/23/2026 Washington Trust Advisors Inc.197$27K0.0%+64.2%0.000%
8/23/2026 Ameritas Advisory Services LLC3,656$499K0.0%+6.9%0.002%
8/23/2026 Saudi Central Bank11,844$1.62M0.0%+89.4%0.007%
8/22/2026 Compass Financial Management LLC2,548$349K0.0%N/A0.001%
8/22/2026 Odyssean LLC13,437$1.83M0.3%-19.3%0.008%
8/22/2026 Raiffeisen Bank International AG218$29K0.0%-97.8%0.000%
8/22/2026 Syon Capital LLC2,909$397K0.0%-24.9%0.002%
8/21/2026 High Net Worth Advisory Group LLC4,012$547K0.1%N/A0.002%
8/21/2026 Alamar Capital Management LLC21,867$2.98M1.5%-38.7%0.013%
8/21/2026 Nykredit A S55,702$7.60M0.0%N/A0.032%
8/21/2026 Requisite Capital Management LLC1,713$234K0.0%N/A0.001%
8/21/2026 Aubrey Capital Management Ltd17,500$2.39M1.5%N/A0.010%
8/21/2026 Triumph Capital Management6,098$832K0.1%-49.1%0.004%
8/20/2026 Ancora Advisors LLC2,682$366K0.0%+266.9%0.002%
8/20/2026 Cullinan Associates Inc.20,800$2.84M0.2%-26.5%0.012%
8/20/2026 Greenleaf Trust2,129$291K0.0%N/A0.001%
8/19/2026 Wellington Management Group LLP1,457,153$198.83M0.0%-18.9%0.838%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt1,300$177K0.0%N/A0.001%
8/18/2026 Public Employees Retirement System of Ohio99,009$13.51M0.0%N/A0.057%
8/14/2026 Ancora Advisors LLC2,682$366K0.0%N/A0.002%
8/12/2026 C M Bidwell & Associates Ltd.2,491$340K0.1%N/A0.001%
8/7/2026 Plato Investment Management Ltd6,663$904K0.1%N/A0.004%
8/6/2026 S&CO Inc.19,699$2.69M0.2%N/A0.011%
7/10/2026 Generali Investments Management Co LLC3,005$410K0.1%+13.1%0.002%
7/10/2026 E. Ohman J or Asset Management AB146,156$19.94M0.5%+2,395.8%0.084%
7/10/2026 Handelsbanken Fonder AB216,191$29.50M0.1%+351.3%0.124%
7/10/2026 Fulton Bank N.A.2,672$365K0.0%N/A0.002%
7/9/2026 Finivi Inc.2,963$404K0.2%-8.6%0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.9,241$1.26M0.0%+1.8%0.005%
7/9/2026 Valeo Financial Advisors LLC1,563$213K0.0%N/A0.001%
7/9/2026 Polianta Ltd13,700$1.87M0.2%N/A0.008%
7/8/2026 Gradient Investments LLC23,481$3.20M0.0%+2.6%0.014%
7/8/2026 FNY Investment Advisers LLC9,501$1.30M0.5%-7.5%0.005%
7/8/2026 Elevation Wealth Partners LLC852$116K0.0%+45.4%0.000%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab20,492$2.80M0.0%+40.1%0.012%
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7/8/2026 Assenagon Asset Management S.A.186,635$25.47M0.0%+32.2%0.107%
7/8/2026 Evanson Financial LLC6,244$852K0.0%N/A0.004%
7/7/2026 Inspirion Wealth Advisors LLC1,760$247K0.0%N/A0.001%
7/7/2026 GK Wealth Management LLC4,686$639K0.3%N/A0.003%
7/7/2026 GAMMA Investing LLC3,936$537K0.0%+41.9%0.002%
7/6/2026 Stableford Capital II LLC9,025$1.23M0.4%N/A0.005%
7/2/2026 MassMutual Private Wealth & Trust FSB296$40K0.0%+279.5%0.000%
7/2/2026 Versant Capital Management Inc503$69K0.0%-79.8%0.000%
7/2/2026 CX Institutional2,633$359K0.0%+5.1%0.002%
6/18/2026 Pacer Advisors Inc.242,615$19.10M0.0%+19.1%0.140%
6/3/2026 Parallel Advisors LLC5,611$442K0.0%+20.3%0.003%
6/3/2026 NewEdge Advisors LLC455$36K0.0%-84.5%0.000%
5/26/2026 Glenmede Trust Co. NA540,947$42.58M0.2%+7.0%0.306%
5/19/2026 Bank of America Corp DE1,496,896$117.82M0.0%+0.4%0.846%
5/19/2026 Edgestream Partners L.P.20,373$1.60M0.1%-57.4%0.012%
5/19/2026 Arkadios Wealth Advisors12,295$968K0.0%+133.4%0.007%
5/19/2026 South Dakota Investment Council47,783$3.76M0.1%+11.1%0.027%
5/19/2026 IFS Group LLC4,765$375K0.3%N/A0.003%
5/19/2026 Encore Global Management LP25,500$2.01M1.4%N/A0.014%
5/19/2026 Smith Group Asset Management LLC377,105$29.68M1.5%+9.3%0.213%
5/18/2026 Amundi609,207$47.95M0.0%+19.7%0.344%
5/18/2026 EverSource Wealth Advisors LLC1,333$105K0.0%+10.7%0.001%
5/18/2026 California State Teachers Retirement System261,827$20.61M0.0%-1.4%0.148%
5/18/2026 Royal Bank of Canada283,507$22.31M0.0%+112.3%0.160%
5/18/2026 Empowered Funds LLC167,701$13.20M0.1%+1,421.9%0.096%
5/16/2026 The Manufacturers Life Insurance Company112,530$8.86M0.0%+21.4%0.064%
5/16/2026 Infrastructure Capital Advisors LLC5,948$468K0.0%+15.5%0.003%
5/16/2026 Quantinno Capital Management LP746,009$58.72M0.1%+114.3%0.422%
5/16/2026 SummitTX Capital L.P.13,197$1.04M0.0%N/A0.007%
5/15/2026 OMERS ADMINISTRATION Corp8,457$666K0.0%+27.2%0.005%
5/15/2026 Granahan Investment Management LLC40,843$3.22M0.2%-16.9%0.023%
5/15/2026 Senvest Management LLC830,515$65.37M2.2%+54.5%0.470%
5/14/2026 Public Employees Retirement System of Ohio96,882$7.63M0.0%-8.7%0.055%
5/14/2026 Sellaronda Global Management LP170,000$13.38M8.8%-8.1%0.096%
5/14/2026 Bank of Nova Scotia21,990$1.73M0.0%+21.5%0.012%
5/14/2026 Sei Investments Co.365,265$28.75M0.0%+50.6%0.206%
5/14/2026 Alamar Capital Management LLC35,695$2.81M1.7%N/A0.020%
5/13/2026 Cetera Investment Advisers41,735$3.29M0.0%+10.6%0.024%
5/13/2026 Aureus Asset Management LLC12,360$973K0.1%N/A0.007%
5/13/2026 NewEdge Wealth LLC56,204$4.42M0.1%-26.1%0.032%
5/13/2026 First Trust Advisors LP4,194,608$330.16M0.2%-30.4%2.371%
5/12/2026 Westpac Banking Corp2,700$213K0.0%+48.4%0.002%
5/12/2026 ABN Amro Investment Solutions6,418$505K0.0%-42.7%0.004%
5/8/2026 PNC Financial Services Group Inc.8,945$704K0.0%-16.8%0.005%
5/8/2026 Oslo Pensjonsforsikring AS2,749$216K0.0%N/A0.002%
5/8/2026 Titan Global Capital Management USA LLC32,044$2.52M0.4%+2.5%0.018%
5/7/2026 Carson Advisory Inc.3,800$299K0.2%N/A0.002%
5/7/2026 Meeder Advisory Services Inc.3,399$268K0.0%N/A0.002%
5/7/2026 Dimensional Fund Advisors LP1,249,173$98.29M0.0%-3.7%0.706%
5/7/2026 Parallel Advisors LLC5,611$442K0.0%+20.3%0.003%
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5/7/2026 KBC Group NV44,796$3.53M0.0%+5.8%0.025%
5/7/2026 S&CO Inc.72,779$5.73M0.4%+19.5%0.041%
5/7/2026 SEB Asset Management AB34,814$2.74M0.0%N/A0.020%
5/7/2026 Swiss National Bank497,300$39.14M0.0%+7.7%0.281%
5/7/2026 Mediolanum International Funds Ltd52,343$3.95M0.0%-47.0%0.030%
5/6/2026 California Public Employees Retirement System291,645$22.96M0.0%-2.0%0.165%
5/6/2026 Kera Capital Partners Inc.6,394$503K0.1%+18.4%0.004%
5/6/2026 Assetmark Inc.719$57K0.0%+81.1%0.000%
5/6/2026 Bessemer Group Inc.32,752$2.58M0.0%+2.1%0.019%
5/6/2026 SteelPeak Wealth LLC5,166$407K0.0%+2.8%0.003%


OKTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 842 institutional investors and hedge funds held shares of Okta. The most heavily invested institutionals were California State Teachers Retirement System ($4.95B), Vanguard Group Inc. ($1.56B), Massachusetts Financial Services Co. MA ($367.48M), First Trust Advisors LP ($330.16M), Geode Capital Management LLC ($281.25M), Allspring Global Investments Holdings LLC ($281.21M), and American Century Companies Inc. ($268.45M).Learn more on Okta's institutional investors.

86.64% of Okta's stock is owned by institutional investors. Learn more on OKTA's institutional investor holdings.

Of the 750 institutional investors that purchased Okta's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: California State Teachers Retirement System ($36.02M), Norges Bank ($7.13M), Massachusetts Financial Services Co. MA ($4.51M), Allspring Global Investments Holdings LLC ($3.48M), Swedbank AB ($3.15M), Ninety One UK Ltd ($2.74M), and Alyeska Investment Group L.P. ($2.73M).

Institutional investors have bought a total of 60,516,753 shares in the last 24 months. This purchase volume represents approximately $7.07B in transactions.

Of the 276 institutional investors that sold Okta's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Voya Investment Management LLC ($91.32M), Truist Financial Corp ($6.22M), Bank of Montreal Can ($4.67M), HighTower Advisors LLC ($3.65M), First Trust Advisors LP ($2.03M), Vanguard Group Inc. ($1.75M), and Alyeska Investment Group L.P. ($1.31M).

Institutional investors have sold a total of 125,209,031 shares in the last 24 months. This volume of shares sold represents approximately $11.41B in transactions.



Institutional ownership data for NASDAQ:OKTA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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